View, Filter/Search, Export/Share Move In-Out Report

Move In-Out Report Overview

Tracking resident occupancy timelines, move-in/out reasons, and vacancy transitions.

Steps:
The Move In-Out Report provides a chronological record of tenant transitions within your properties:

1. Navigate: Click the Reports (Chart Icon) in the left sidebar and select Move In-Out Report.
2. Review the Timeline: The report tracks the full lifecycle of a tenancy:
   
   • Location: Identifies the Tenant, Property, and specific Unit.
   • Dates: View the official Move In Date and Move Out Date side-by-side.
   • Context: Review the Move In Reason and Move Out Reason (e.g., "Transfer") to identify trends in tenant behavior.
3. Audit Links: Click any orange Tenant, Property, or Unit link to view the associated profile or lease agreement.

Filtering Occupancy Timelines

Using date ranges and search criteria to analyze specific turnover periods and resident history.

Steps:
To isolate data for a specific turnover period (such as an end-of-year audit):

1. Date Range Pickers: Use the Move In Date and Move Out Date fields at the top left to filter the list for a specific window of time.
2. Global Search: Type a tenant name, unit number, or a specific reason (like "Transfer") into the Search Bar to find matching records instantly.
3. Group By: Use the Group By dropdown to organize the report by Property or Unit to see which buildings have the highest turnover.
4. Refresh: Click the Circular Arrow Icon to ensure the report reflects the most recent move-out requests and deactivations.

Exporting & Sharing Move In-Out Data

Generating turnover reports in PDF or Excel for performance reviews and vacancy planning.

Steps:
This report is highly valuable for predicting future vacancies and evaluating property appeal:

1. Open Menu: Click the Three Vertical Dots Icon in the top-right corner.
2. Select Export Format:
   
   • PDF Icon: Generates a professional occupancy history report—ideal for yearly performance reviews with property owners.
   • Excel Icon: Downloads the data as a spreadsheet, perfect for calculating average "Length of Stay" or analyzing common move-out reasons.
   • Envelope Icon: Emails the currently filtered list directly to your team or stakeholders.
3. Resetting: Click Reset Filters to clear your date ranges and search terms to see the full historical move in/out record.